Moneybird MCP connector

Moneybird is online accounting software for small businesses to manage invoices, contacts, time entries, and administrations. The Moneybird MCP connector allows AI agents to manage administrations, track and modify asset values through disposals and depreciation changes, and handle asset sources. It also supports retrieving asset details, creating arbitrary or manual value adjustments, and generating linear depreciation schedules retroactively.

Authentication type

• OAuth 2.0 Authorization Code - Requires a one-time user login to authorize the agent to access the service on their behalf.

Uses

Use the Moneybird MCP connector to perform the following actions:

• Automate invoice creation and delivery to customers in Moneybird
• Synchronize contact and customer data across business systems
• Track fixed assets and depreciation schedules automatically
• Generate accounting records from time entries and project data
• Manage payment mandates and recurring billing workflows
• Organize financial documents with automated note attachments
• Monitor administrative accounts across multiple business entities

Example prompts

Use the following example prompts to invoke Moneybird MCP connector tools from your AI assistant or Boomi Connect workflow:

• Create a new invoice in Moneybird for client ABC Corp.
• Show me all contacts in Moneybird that were updated this week.
• List every asset we have registered in Moneybird.
• Add a note to this contact record in Moneybird.
• Set up a payment mandate in Moneybird for this customer.
• Delete the asset we sold last month from Moneybird.
• Fetch all administrations in our Moneybird account.
• Get the contact details for customer ID 12345 in Moneybird.
• Create a depreciation record for our new office equipment in Moneybird.
• Show me all contact persons associated with this company in Moneybird.

Moneybird MCP connector tools

The Moneybird MCP connector provides the following tools. Each tool maps to a specific action you can invoke from your AI agent or automation.

Tool	Description
get_administrations	Retrieves a list of all administrations associated with the account.
post_administration_id_assets_id_disposals	Records the disposal of a specific asset.
delete_administration_id_assets_id_sources_detail_id	Removes a source record from an asset.
post_administration_id_assets_id_sources	Adds a new source document or reference to an asset.
post_administration_id_assets_id_value_changes_arbitrary	Records an arbitrary value adjustment for an asset.
post_administration_id_assets_id_value_changes_divestment	Records a value change resulting from asset divestment.
post_administration_id_assets_id_value_changes_full_depreciation	Records full depreciation of an asset to zero value.
post_administration_id_assets_id_value_changes_manual	Records a manually entered value change for an asset.
post_assets_id_value_changes_retroactive_linear_value_changes	Creates linear depreciation changes applied retroactively to an asset.
get_administration_id_assets_id	Retrieves detailed information about a specific asset.
patch_administration_id_assets_id	Modifies the properties and details of an existing asset.
delete_administration_id_assets_id	Permanently removes an asset from the administration.
get_administration_id_assets	Retrieves a list of all assets in an administration.
post_administration_id_assets	Creates a new asset with the specified details.
get_administration_id_contacts_customer_id_customer_id	Retrieves a contact record using its customer identifier.
get_administration_id_contacts_filter	Searches and filters contacts based on specified criteria.
get_administration_id_contacts_synchronization	Retrieves the current list of contact IDs and versions.
post_administration_id_contacts_synchronization	Fetches multiple contacts by their identifiers.
get_administration_id_contacts_contact_id_contact_people_id	Retrieves details about a specific contact person.
patch_administration_id_contacts_contact_id_contact_people_id	Updates the information of an existing contact person.
delete_administration_id_contacts_contact_id_contact_people_id	Removes a contact person from a contact record.
post_administration_id_contacts_contact_id_contact_people	Creates a new contact person under a contact.
post_contacts_id_moneybird_payments_mandate_url	Generates a URL for setting up a payment mandate.
get_contacts_id_moneybird_payments_mandate	Retrieves the payment mandate details for a contact.
post_contacts_id_moneybird_payments_mandate	Creates or updates a payment mandate for a contact.
delete_contacts_id_moneybird_payments_mandate	Removes a stored payment mandate for a contact.
delete_administration_id_contacts_contact_id_notes_id	Deletes a note attached to a contact.
post_administration_id_contacts_contact_id_notes	Adds a new note to a contact record.
post_administration_id_contacts_id_additional_charges	Creates an additional charge to invoice in the next period.
get_administration_id_contacts_id_additional_charges	Retrieves all additional charges for a contact.
patch_administration_id_contacts_id_archive	Archive a contact.
get_administration_id_contacts_id	Get contact.
patch_administration_id_contacts_id	Update a contact.
delete_administration_id_contacts_id	Delete a contact.
get_administration_id_contacts	List all contacts.
post_administration_id_contacts	Create a new contact.
get_administration_id_custom_fields	List all custom fields.
get_customer_portal_invoices	Get a temporary link to the invoices in the customer contact portal.
get_customer_portal_subscriptions_id	Get a temporary link to the subscriptions in the customer contact portal.
get_administration_id_customer_contact_portal_contact_id	Get a temporary link to the customer contact portal.
get_administration_id_document_styles	List all document styles.
get_general_documents_synchronization	List ids and versions of general documents.
post_general_documents_synchronization	Fetch general documents with given ids.
delete_general_documents_id_notes_id	Destroys note from entity.
post_general_documents_id_notes	Adds note to entity.
get_general_documents_attachments_download	Download attachment.
delete_general_documents_attachments	Delete an attachment.
get_administration_id_documents_general_documents_id	Get general document.
delete_administration_id_documents_general_documents_id	Delete a general document.
patch_administration_id_documents_general_documents_id	Update a general document.
get_administration_id_documents_general_documents	Get general documents.
post_administration_id_documents_general_documents	Create a new general document.
get_journal_documents_synchronization	List ids and versions of general journal documents.
post_journal_documents_synchronization	Fetch general journal documents with given ids.
delete_journal_documents_id_notes_id	Destroys note from entity.
post_journal_documents_id_notes	Adds note to entity.
get_journal_documents_attachments_download	Download attachment.
delete_journal_documents_attachments	Delete an attachment.
get_administration_id_documents_general_journal_documents_id	Get general journal document.
delete_administration_id_documents_general_journal_documents_id	Delete a general journal document.
patch_administration_id_documents_general_journal_documents_id	Update a general journal document.
get_administration_id_documents_general_journal_documents	Get general journal documents.
post_administration_id_documents_general_journal_documents	Create a new general journal document.
get_purchase_invoices_synchronization	List ids and versions of purchase invoices.
post_purchase_invoices_synchronization	Fetch purchase invoices with given ids.
get_purchase_invoices_attachments_download	Download attachment.
delete_purchase_invoices_attachments	Delete an attachment.
delete_purchase_invoices_payments	Delete a payment.
post_administration_id_documents_purchase_invoices_id_payments	Create a payment.
patch_purchase_invoices_id_register_payment	Register a payment for a purchase invoice.
get_administration_id_documents_purchase_invoices_id	Get purchase invoice.
delete_administration_id_documents_purchase_invoices_id	Delete a purchase invoices.
patch_administration_id_documents_purchase_invoices_id	Update purchase invoice.
delete_purchase_invoices_id_notes_id	Destroys note from entity.
post_purchase_invoices_id_notes	Adds note to entity.
get_administration_id_documents_purchase_invoices	Get purchase invoices.
post_administration_id_documents_purchase_invoices	Create a new purchase invoice.
get_administration_id_documents_receipts_synchronization	List ids and versions of receipts.
post_administration_id_documents_receipts_synchronization	Fetch receipts with given ids.
get_receipts_attachments_download	Download attachment.
delete_receipts_attachments	Delete an attachment.
delete_receipts_payments	Delete a payment.
post_administration_id_documents_receipts_id_payments	Create a payment.
patch_administration_id_documents_receipts_id_register_payment	Register a payment for a receipt.
get_administration_id_documents_receipts_id	Get a receipt.
delete_administration_id_documents_receipts_id	Delete a receipts.
patch_administration_id_documents_receipts_id	Update a receipt.
delete_administration_id_documents_receipts_receipt_id_notes_id	Destroys note from entity.
post_administration_id_documents_receipts_receipt_id_notes	Adds note to entity.
get_administration_id_documents_receipts	List receipts.
post_administration_id_documents_receipts	Create a new receipt.
get_typeless_documents_synchronization	List ids and versions of typeless documents.
post_typeless_documents_synchronization	Fetch typeless documents with given ids.
get_typeless_documents_attachments_download	Download attachment.
delete_typeless_documents_attachments	Delete an attachment.
get_administration_id_documents_typeless_documents_id	Get a typeless document.
delete_administration_id_documents_typeless_documents_id	Delete a typeless document.
get_administration_id_documents_typeless_documents	Get typeless documents.
post_administration_id_documents_typeless_documents	Create a new typeless document.
post_administration_id_downloads_id_download	Download a file.
get_administration_id_downloads	List all downloads.
get_administration_id_estimates_find_by_estimate_id_estimate_id	Get an estimate by estimate_id.
get_administration_id_estimates_synchronization	List all ids and versions.
post_administration_id_estimates_synchronization	Fetch estimates with given ids.
get_estimates_attachments_download	Download attachment.
delete_administration_id_estimates_estimate_id_attachments_id	Delete an attachment.
delete_administration_id_estimates_estimate_id_notes_id	Destroys note from entity.
post_administration_id_estimates_estimate_id_notes	Adds note to entity.
patch_administration_id_estimates_id_bill_estimate	Bills an estimate.
patch_administration_id_estimates_id_change_state	Changes the state of an estimate.
get_administration_id_estimates_id_download_pdf	Download estimate PDF by id.
patch_administration_id_estimates_id_send_estimate	Sends an estimate.
get_administration_id_estimates_id	Get an estimate by id.
patch_administration_id_estimates_id	Updates an estimate.
delete_administration_id_estimates_id	Deletes an estimate.
get_administration_id_estimates	List all estimates.
post_administration_id_estimates	Creates a new estimate.
get_external_sales_invoices_attachments_download	Download attachment.
delete_external_sales_invoices_attachments	Delete an attachment.
delete_external_sales_invoices_notes	Destroys note from entity.
post_external_sales_invoices_notes	Adds note to entity.
delete_external_sales_invoices_payments	Delete a payment.
post_external_sales_invoices_payments	Create a payment.
patch_external_sales_invoices_mark_as_dubious	Mark as dubious.
patch_external_sales_invoices_mark_as_uncollectible	Mark as uncollectible.
get_administration_id_external_sales_invoices_id	Get an external sales invoice by id.
patch_administration_id_external_sales_invoices_id	Update an external sales invoice.
delete_administration_id_external_sales_invoices_id	Delete an external sales invoice.
get_administration_id_external_sales_invoices	List all external invoices.
post_administration_id_external_sales_invoices	Create an external sales invoice.
get_administration_id_financial_accounts	Retrieve all available financial accounts for the administration.
get_administration_id_financial_mutations_synchronization	List all ids and versions.
post_administration_id_financial_mutations_synchronization	Fetch financial mutations with given ids.
patch_administration_id_financial_mutations_id_link_booking	Links a financial mutation to a booking.
delete_administration_id_financial_mutations_id_unlink_booking	Unlinks a booking from a financial mutation.
get_administration_id_financial_mutations_id	Get a financial mutation by id.
get_administration_id_financial_mutations	List all financial mutations.
delete_administration_id_financial_statements_id	Delete a financial statement.
patch_administration_id_financial_statements_id	Update a financial statement.
post_administration_id_financial_statements	Create a new financial statement.
get_administration_id_identities_default	Retrieve the default identity.
patch_administration_id_identities_default	Updates the default identity.
get_administration_id_identities_id	Retrieve identity by given id.
patch_administration_id_identities_id	Updates an identity.
delete_administration_id_identities_id	Deletes an identity.
get_administration_id_identities	Retrieve identities.
post_administration_id_identities	Creates an identity.
get_administration_id_ledger_accounts_id	Returns information about a ledger account.
patch_administration_id_ledger_accounts_id	Updates a ledger account.
delete_administration_id_ledger_accounts_id	Deletes a ledger account.
get_administration_id_ledger_accounts	List all ledger accounts of an administration.
post_administration_id_ledger_accounts	Creates a new ledger account.
get_administration_id_payments_id	Returns information about a payment.
get_administration_id_products_identifier_identifier	Returns information about a product based on the identifier.
post_administration_id_products_id_sales_link	Create online sales link.
get_administration_id_products_id	Returns information about a product.
patch_administration_id_products_id	Updates a product.
delete_administration_id_products_id	Deletes a product.
get_administration_id_products	List all products of an administration.
post_administration_id_products	Creates a new product.
get_administration_id_projects_id	Returns information about a project.
patch_administration_id_projects_id	Updates a project.
delete_administration_id_projects_id	Deletes a project.
get_administration_id_projects	List all projects of an administration.
post_administration_id_projects	Creates a new project.
delete_administration_id_purchase_transactions_id_delete	Delete a purchase transaction.
get_administration_id_purchase_transactions_id	Get a purchase transaction by id.
delete_administration_id_purchase_transactions_id	Delete a purchase transaction.
get_administration_id_purchase_transactions	List all purchase transactions.
get_administration_id_recurring_sales_invoices_synchronization	List all IDs and versions.
post_administration_id_recurring_sales_invoices_synchronization	Fetch recurring sales invoices with given IDs.
get_administration_id_recurring_sales_invoices_id	Get a recurring sales invoice by id.
patch_administration_id_recurring_sales_invoices_id	Updates a recurring sales invoice.
delete_administration_id_recurring_sales_invoices_id	Destroy or deactivate a recurring sales invoice.
delete_recurring_sales_invoices_notes	Destroys note from entity.
post_recurring_sales_invoices_notes	Adds note to entity.
get_administration_id_recurring_sales_invoices	List all recurring sales invoices.
post_administration_id_recurring_sales_invoices	Creates a new recurring sales invoice.
get_administration_id_reports_assets	Assets report.
get_administration_id_reports_balance_sheet	Balance sheet report.
get_administration_id_reports_cash_flow	Cash flow report.
get_administration_id_reports_creditors	Creditors report.
get_administration_id_reports_debtors	Debtors report.
get_administration_id_reports_debtors_aging	Debtors aging report.
get_administration_id_reports_expenses_by_contact	Expenses by contact report.
get_administration_id_reports_expenses_by_project	Expenses by project report.
post_administration_id_reports_export_auditfile	Export auditfile.
post_administration_id_reports_export_brugstaat	Export brugstaat.
post_administration_id_reports_export_ledger_accounts	Export ledger accounts.
get_administration_id_reports_general_ledger	General ledger report.
get_administration_id_reports_journal_entries	Journal entries report.
get_administration_id_reports_ledger_accounts_ledger_account_id	Ledger account report.
get_administration_id_reports_profit_loss	Profit loss report.
get_administration_id_reports_revenue_by_contact	Revenue by contact report.
get_administration_id_reports_revenue_by_project	Revenue by project report.
get_administration_id_reports_subscriptions	Subscriptions report.
get_administration_id_reports_tax	Tax report.
get_sales_invoices_find_by_invoice_id	Get an invoice by invoice_id.
get_administration_id_sales_invoices_find_by_reference_reference	Get an invoice by reference.
post_administration_id_sales_invoices_send_reminders	Sends a reminder.
get_administration_id_sales_invoices_synchronization	List all ids and versions.
post_administration_id_sales_invoices_synchronization	Fetch sales invoices with given ids.
get_sales_invoices_packing_slip_pdf	Download sales invoice packing slip PDF by id.
get_administration_id_sales_invoices_id_download_pdf	Download sales invoice PDF by id.
get_administration_id_sales_invoices_id_download_ubl	Download sales invoice UBL by id.
patch_sales_invoices_duplicate_creditinvoice	Duplicate to credit invoice.
patch_administration_id_sales_invoices_id_mark_as_dubious	Mark as dubious.
patch_administration_id_sales_invoices_id_mark_as_uncollectible	Mark as uncollectible.
post_administration_id_sales_invoices_id_pause	Pause sales invoice.
patch_administration_id_sales_invoices_id_register_payment	Register a payment.
patch_sales_invoices_register_payment_creditinvoice	Register a payment for a creditinvoice.
post_administration_id_sales_invoices_id_resume	Resume sales invoice.
patch_administration_id_sales_invoices_id_send_invoice	Sends an invoice.
get_administration_id_sales_invoices_id	Get an invoice by id.
patch_administration_id_sales_invoices_id	Update a sales invoice.
delete_administration_id_sales_invoices_id	Delete a sales invoice.
get_sales_invoices_attachments_download	Download attachment.
delete_sales_invoices_attachments	Delete an attachment.
delete_sales_invoices_notes	Destroys note from entity.
post_administration_id_sales_invoices_sales_invoice_id_notes	Adds note to entity.
delete_sales_invoices_payments	Delete a payment.
post_administration_id_sales_invoices_sales_invoice_id_payments	Create a payment.
get_administration_id_sales_invoices	List all invoices.
post_administration_id_sales_invoices	Create a sales invoice.
get_subscription_templates_checkout_identifier	Create online sales link [Deprecated].
post_administration_id_subscription_templates_id_sales_link	Create online sales link.
get_administration_id_subscription_templates	List all subscription templates.
post_administration_id_subscriptions_id_additional_charges	Create an additional charge to be invoiced together with the subscription.
get_administration_id_subscriptions_id_additional_charges	Get additional charges.
post_subscriptions_create_and_schedule_one_off_invoice	Create and schedule an invoice to be sent together with the subscription.
get_administration_id_subscriptions_id	Get subscription.
patch_administration_id_subscriptions_id	Update a subscription.
delete_administration_id_subscriptions_id	Cancel a subscription.
get_administration_id_subscriptions	List all subscriptions.
post_administration_id_subscriptions	Create a new subscription.
get_administration_id_tax_rates	List all available tax rates for the administration.
get_administration_id_time_entries_id	Get a time entry by id.
patch_administration_id_time_entries_id	Update a time entry.
delete_administration_id_time_entries_id	Delete a time entry.
delete_administration_id_time_entries_time_entry_id_notes_id	Destroys note from entity.
post_administration_id_time_entries_time_entry_id_notes	Adds note to entity.
get_administration_id_time_entries	List all time entries.
post_administration_id_time_entries	Create a time entry.
get_administration_id_users	List all users.
get_administration_id_verifications	Retrieve verifications.
delete_administration_id_webhooks_id	Delete a webhook.
get_administration_id_webhooks	List all webhooks.
post_administration_id_webhooks	Create a webhook.
get_administration_id_workflows_id	Get a workflow by id.
get_administration_id_workflows	Retrieve available workflows.